+15.1%
TEAM vs KHC
+11.6%
+3.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.8% | -4.4% | -1.5% |
| 7D | -13.7% | +6.6% | -20.4% | -15.2% |
| 30D | -3.4% | +16.5% | -19.9% | -7.7% |
| 3M | +72.1% | -3.0% | +75.1% | +72.8% |
| 6M | +103.8% | +17.4% | +86.4% | +104.7% |
| YTD | +17.1% | +10.3% | +6.8% | +20.6% |
| 1Y | +15.1% | +12.5% | +2.6% | +16.1% |
| All | +15.1% | +11.6% | +3.5% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded KHC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling